Effectdossier · gearchiveerd kwartaal
FEX
naam in afwachting van profielverwerking
38Gevolgde houders
0Δ houders
4.72MGehouden aandelen
$560.09MGerapporteerde waarde
+0Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -1.2% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 43 | +2 | 4.50M | $628.77M | +3 | −2 |
| Q1 2026 | 43 | +5 | 4.61M | $561.62M | +5 | — |
| Q4 2025 | 38 | 0 | 4.72M | $560.09M | — | — |
| Q3 2025 | 7 | +1 | 1.22M | $143.00M | +1 | — |
| Q2 2025 | 3 | +1 | 40.00K | $4.40M | +1 | — |
| Q4 2024 | 1 | 0 | 16.27K | $1.70M | — | — |
| Q3 2024 | 1 | 0 | 12.02K | $1.25M | — | — |
| Q2 2024 | 1 | — | 30.85K | $2.99M | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.11M | -1.9% | $131.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 995.61K | — | $118.10M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 503.14K | — | $59.68M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 306.17K | — | $36.32M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Bank Of America Corp /De/ | 227.88K | — | $27.03M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Royal Bank Of Canada | 225.42K | — | $26.74M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Commonwealth Equity Services, Llc | 213.87K | — | $25.37M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 200.43K | — | $23.77M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Truist Financial Corp | 175.36K | — | $20.80M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 161.66K | — | $19.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Cetera Investment Advisers | 114.67K | — | $13.60M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Us Bancorp \De\ | 78.88K | — | $9.36M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 60.31K | — | $7.15M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 55.78K | — | $6.62M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | First Trust Advisors Lp | 47.35K | — | $5.62M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 46.61K | — | $5.53M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 34.51K | -9.6% | $4.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 23.70K | — | $2.81M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 17.86K | — | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Captrust Financial Advisors | 16.21K | — | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Creative Planning | 15.24K | — | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Stifel Financial Corp | 13.27K | — | $1.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Focus Partners Wealth | 11.74K | — | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 8.54K | +0.3% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 8.46K | -56.7% | $1.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | Mml Investors Services, Llc | 7.81K | — | $926,801 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 7.80K | — | $924,967 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Lido Advisors, LLC | 7.26K | — | $847,787 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 4.63K | -79.9% | $549,313 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Cwm, Llc | 4.16K | — | $494,000 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 3.95K | — | $468,338 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 3.46K | — | $410,365 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Mariner, LLC | 3.25K | — | $385,547 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 3.02K | — | $370,999 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 2.21K | -24.8% | $261,668 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | BlackRock ✦ (passief) | 2.04K | 0.0% | $241,859 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Assetmark, Inc | 1.23K | — | $145,898 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Russell Investments Group, Ltd. | 300 | — | $35,585 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 227 houders, 7.03M aandelen, $780.80M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
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